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Unpaywalled by Smartkarma - Issue #22

Unpaywalled by Smartkarma
Unpaywalled by Smartkarma - Issue #22
By Smartkarma • Issue #22 • View online
A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network.

01 INSIGHTS
Trending, unpaywalled analysis
We present three examples from our portfolio here to demonstrate our preference to invest in growth stories built upon absolute market leadership and ample room for market penetration.
With gas prices at an all-time high of $4.63/barrel, Biofuel and Renewable Natural Gas are now emerging as an alternative to power the transportation network and grid.
Join us as we present two very different ways of approaching these times of uncertainty - YCombinator’s “plan for the worst” and a16z’s $4.5 billion Crypto Fund 4.
We discuss the biggest volatility-adjusted moves in global macro, explain why Europe is in a tight spot, and assess where the best tactical risk-reward investment opportunities might lie.
02 EVENTS
RSVP to join upcoming events. Subscribe for recordings
Today, at 5pm SGT, join our Corporate Webinar featuring Hyphens Pharma Chairman & CEO Mr. Lim See Wah, speaking to Analyst Tina Banerjee and answering audience questions.
On 8 June, 5pm SGT, join our Webinar with Analyst Devi Subhakesan, going over the nascent electric vehicle market in India, and the opportunities therein.
On 21 June, 5pm SGT, join our Corporate Webinar with Daniel Phua and Varun Khanna of Siloam Hospitals, talking to Analyst Angus Mackintosh and answering audience questions.
On 28 June, 5pm SGT, join our Corporate Webinar with China Shenshan Orchard Executive Director David Zhao, speaking to Analyst Angus Mackintosh and answering audience questions.
03 TWEETS
Top tweets of the week
Smartkarma Research Network
This stock is on 50pc+ dividend yield and under 2xPE. Sellside is so behind the curve it’s ridiculous. https://t.co/6pOVwMequx
Smartkarma Research Network
Yet, the biggest underweight on record for consumer staples in emerging markets. Mr Market is asleep. https://t.co/SQZw4b3ZE2
Smartkarma Research Network
China Education: simply wow! $839.HK filing shows just how big it’s business is about to become. This baby still out of the bath water. ~~ https://t.co/aPXLi2QT4U
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A smorgasbord of unpaywalled Insight from Smartkarma, the Independent Investment Research Network

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